Client Story – In conversation with Kakali Mitra
Kakali is an impressive lady, and we were delighted when she found the time to chat to us about her experience of appointing Gemma as her financial adviser back in 2021.
“Although Gemma has only been helping to manage my finances for a few years, it feels like I’ve known her forever.”
“She originally came recommended and I remember feeling nervous when I first approached her as although I manage huge budgets in my working life, when it comes to personal finance, I was not so confident. I had my NHS Pension but felt there was more I could be doing.”
“For our initial conversation I asked Gemma for a home visit in Wales – at this stage it was important for me to meet face to face. She listened intently as I explained what I felt I needed help with and from then on, she ensured we proceeded at a slow pace. Nothing was rushed and the step-by-step approach really helped me embrace my finances. Gemma had explained it was important I understood what was involved in the various options available and to take our time to decide on the best approach for me personally.”
“I felt we clicked almost straight away. There was an immediate feeling of trust – trust is everything to me – this, combined with Gemma’s open but professional manner, put me at my ease. I now have complete faith in her to do the right thing for me – she’s even helped me to be more ambitious with my approach to finance.”
“I lead such a busy life and thoroughly enjoy my various roles, not just in the operating theatre, but especially when I’m able to help bring change for the future. Now Gemma acts as my sounding board whenever I need anything: help with how to reduce my taxes, obtaining a mortgage or buying a car! I often text and say: ‘This is happening, what do I do?’ She always responds happy to help; to me this is more important than investments.”
“Gemma is such a genuine person, and I always recommend her to anyone who is looking for a personal service. Even though I’m based in Wales, with Zoom and the phone contact it’s never a problem. I’ve also invited her for an overnight stay so we could meet up in person once a year and we even managed a walk together. We’re definitely due another one soon!”
Consultant Interventional Radiologist/Clinical Director of Radiology
Clinical Director – Diagnostic and Specialist Clinical Support Services
Betsi Cadwaladr University Health Board
National Clinical Lead For Imaging (NHS Executive Wales)